Accel Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,789
| Closed | -$209K | – | 886 |
|
|
2023
Q1 | $209K | Buy |
4,789
+21
| +0.4% | +$917 | 0.09% | 211 |
|
|
2022
Q4 | $228K | Sell |
4,768
-309
| -6% | -$14.7K | 0.11% | 148 |
|
|
2022
Q3 | $222K | Buy |
5,077
+20
| +0.4% | +$875 | 0.12% | 151 |
|
|
2022
Q2 | $240K | Buy |
5,057
+19
| +0.4% | +$902 | 0.14% | 130 |
|
|
2022
Q1 | $265K | Buy |
5,038
+20
| +0.4% | +$1.05K | 0.14% | 126 |
|
|
2021
Q4 | $269K | Sell |
5,018
-790
| -14% | -$42.4K | 0.13% | 125 |
|
|
2021
Q3 | $268K | Sell |
5,808
-38
| -0.7% | -$1.75K | 0.17% | 105 |
|
|
2021
Q2 | $267K | Buy |
5,846
+12
| +0.2% | +$548 | 0.18% | 112 |
|
|
2021
Q1 | $261K | Buy |
5,834
+14
| +0.2% | +$626 | 0.21% | 97 |
|
|
2020
Q4 | $275K | Buy |
+5,820
| New | +$275K | 0.26% | 83 |
|